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Patron Records: To Purge or Not to Purge

This presentation contains content that your browser may not be able to =
show
properly. This presentation was optimized for more recent versions of Micro=
soft
Internet Explorer.

®A survey was created and sent to Library Direct=
ors
in April 2007.<=
/span>=
From
the survey, recommendations on purging were created.

zA direct result of the survey was the first pur=
ge
implemented:All =
“Paid
Fines” were purged except the current 3 years.This purge =
happened
in July 2007.This pur=
ge is
now automatically done by =
the
WYLD Office as part of routine maintenance.

zIf another database migration were to occur, the
purging would assist in the migration by providing a cleaner =
set
of patron records, and a truer number of actual patron records.This would allow =
potential
vendors to propose more accurate pricing.=

ªBills are associated with bibliographic
records.All bibliographic <=
/span>=
records
in the database would be considered for migration in =
an
RFP process regardless of whether they represent an active <=
span
style=3D'position:absolute;top:80.81%;left:18.35%;width:75.84%;height:4.6%=
'>=
item
or are simply a placeholder for a bill record.

•=
This patron record is limite=
d to
only 25,000 items for all libraries .

&=
#8226;=
For approximately 110 librar=
ies
that means each library could have =
only
227 books marked missing.For
maintenance, libraries can run =
the
Convert to Discard Items report, located in the Bibliographic =
Reports.
For assistance in purging, contact the WYLD Office.

Ò=
Email
to wyldstaff@will.state.wy.us

•

This
report can be limited by check out date for the User ID: Missing.<=
br>

zThis bill type was created strictly for convert=
ing
overdue fines from the previous online system.The recommendation is that =
those
fines be transferred to another Fine Type and this bill =
reason
removed.The WYLD Office can=
do
this transfer.

zStrictly created to track fines with no associa=
ted
items during the conversion process. The recommendation is that
those fines be transferred to another Fine Type and this bill
reason removed.=
The
WYLD Office can do this transfer.

ªWhen taking ownership (overlaying) of another
library’s patron record, =
it
is critical that both the patron profile and library profile information <=
/span>=
be
updated to reflect the new library’s policies.Profile information not =
span>=
used
by the new library must be deleted from the previous library’s =
profile.
Not attending to these changes will result in incorrect and =
=
misleading
statistical information.=

•=
A.Basic Tab:Be sure to change Library and Profile name

•=
to your library.Please delete any information
=
;

&=
#8226;=
in the Alt-ID and Group ID =
that
your library =
span>=
does not use.
=
span>

•=
B.Demographics Tab: User Cat 1-5 should have only
information

•=
your library uses.Please delete any

• <=
/span>information
your library does not use.

ÒA Technote will be forth coming with a procedure
and contact list for where to =
send
the email notifying the previous library of current ownership.

zMust have both printed and an eye-readable barc=
odes
on the card.<=
span
style=3D'position:absolute;top:31.45%;left:12.35%;width:87.26%;height:4.6%=
'>=
These
barcodes makes the card compatible within any WYLD =
member
Library.=

®=
Patron
Loads:

z=
Colleges
that wish to use the Student ID assigned card

®=
Patron
Photos:

zPhoto can either be .jpg or .gif file and no la=
rger
than 76 x 76 pixels.

®=
Patron
Notification via Text Messaging:

zCurrently not available but the WYLD Office is =
in
contact with an alternative vendor to provide this feature. <=
/span>

zA patron may have multiple library cards to mat=
ch
multiple affiliations – e.g. a public library card from his/her
home county, a college library =
card
if taking college classes, a school library card if in high school, or =
special
library card.=
span>

®Barred Patron:=
How long should a patron be barred; do they =
every
get deleted?

zPatrons barred in one county and cannot get a c=
ard
in another county—this is supported by WYLD Card Pol=
icy
#4.

®“Changing” the patron’s barcode:Is it required to change the =
patron’s
barcode when “taking ownership” of a patron’s =
record?=

zWhile it is not a requirement to change the
patron’s barcode, the =
committee
highly recommends changing the profile and contact =
information
for authentication, database access and statistical =
purposes.The WYLD Card Policy #2 states th=
at the
patron’s home library (is) recognized as having the primary
responsibility and right to =
manage
the record in accordance with their local policy.=